The CRM includes a full-featured email marketing module. Connect your SMTP server to send transactional and broadcast emails.
Supported SMTP Providers
You can connect any SMTP provider, including: Gmail/Google Workspace, Outlook/Office 365, Amazon SES, SendGrid, Mailgun, Zoho Mail, or your own custom SMTP server.
Configuring SMTP
- Go to Settings > Email > SMTP Configuration.
- Enter your SMTP Host (e.g.,
smtp.gmail.com). - Enter SMTP Port:
587for TLS,465for SSL. - Enter your SMTP Username (usually your email address).
- Enter your SMTP Password (use an App Password for Gmail).
- Click Test Connection — a test email will be sent to your address.
Sending Broadcast Emails
- Go to Email Marketing > Broadcasts.
- Click Create Broadcast.
- Select your recipient list or Smart List.
- Design your email using the drag-and-drop editor.
- Schedule or send immediately.
Up Next
Email Marketing: Maximizing Deliverability